How Theracharts Works Alongside SimplePractice
Why therapists use Theracharts alongside SimplePractice
SimplePractice is one of the most popular EHRs in private practice for good reason. It handles scheduling, telehealth, insurance billing, client intake, and clinical documentation in one platform. If it's working for you, there's no reason to replace it.
But SimplePractice wasn't designed to be an outcome tracking system. It doesn't have built-in validated assessments like the PHQ-9 or GAD-7 with automated scoring and trend analysis. It doesn't flag when a client's symptoms are worsening. It doesn't give you a measurement-based care dashboard showing which clients are improving and which are stuck.
That's where Theracharts comes in — not as a replacement, but as a clinical companion.
What each tool does best
SimplePractice excels at the business and administrative side of running a practice: scheduling, insurance claims, superbills, intake paperwork, telehealth, secure messaging, and clinical notes.
Theracharts excels at the clinical intelligence side: validated outcome assessments with automated scoring, longitudinal trend charts, configurable Diary Cards for behavioral tracking, AI clinical insights, clinical alerts when scores cross thresholds, and a measurement-based care dashboard that shows you how your caseload is actually doing.
These aren't overlapping functions — they're complementary. One runs your practice. The other makes your clinical work measurable.
How the workflow looks in practice
A typical session day for a therapist using both:
Before the session: Your client completes a PHQ-9 or GAD-7 on Theracharts' client portal (a progressive web app they can install on their phone). Theracharts scores it automatically and flags any significant changes since the last administration.
During the session: You glance at the Theracharts trend chart to see how this week's score compares to the baseline. The AI suggests key talking points based on score patterns. You focus your clinical attention where it matters most.
After the session: You write your session note in SimplePractice as usual. Generate a Clinical Update in Theracharts — a data-grounded narrative of assessment trends, alerts, and goal progress — and paste it into the data-summary part of that note. Your billing, scheduling, and documentation all stay in SimplePractice. Your outcome data lives in Theracharts.
The Clinical Update bridge
A Clinical Update is plain text by default, so it pastes straight into any free-text field in SimplePractice — the progress-note body, a chart note, or the assessment section. It captures the measured-data part of the note: assessment trends with reliable-change interpretation, clinical alerts, completion patterns, and goal progress since your last export.
No API integration needed. No data migration. No switching between systems mid-session. You keep writing the clinical narrative; Theracharts hands you the data summary.
What you gain by adding Theracharts
For your clients: They get a dedicated portal for completing assessments between sessions, clear visualizations of their progress over time, and evidence that therapy is working (or a signal that something needs to change).
For your practice: You get measurement-based care without the overhead. Outcome data that can strengthen insurance justifications. Clinical alerts that catch deterioration before it becomes a crisis. And a track record of measurable results that sets your practice apart.
For your professional development: Access to 100+ validated clinical assessments, AI-powered clinical insights, and a supervision-ready documentation trail — none of which require changing how you run your practice in SimplePractice.
Getting started
The free plan is free forever — no credit card required. You can add outcome tracking to your existing SimplePractice workflow in about 15 minutes: sign up, invite a client, assign their first assessment, and see the results on your dashboard.
Your EHR handles the business of therapy. Theracharts handles the clinical intelligence.